See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,910 | $109,817+1.9% | $98,442+13.7% | $167,490-33.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 13.21% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,012 | $3,224+55.5% | $2,960+69.3% | $4,837+3.6% |
| Participant deferral / active EE | $6,220 | $4,673+33.1% | $4,276+45.5% | $6,341-1.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |